Offshore
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Johnathan Bi
Remote working out of Santa Teresa, Costa Rica for august.
Who should I meet? https://t.co/3pXqQFP5eZ
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Remote working out of Santa Teresa, Costa Rica for august.
Who should I meet? https://t.co/3pXqQFP5eZ
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
RT @charliebilello: The last 4 times the spread between New Orders and Inventories in the ISM Manufacturing Index was this negative, the US was already in a recession. The 2001, 1990-91, and 1981-82 recessions never had readings this low.
Charting via @ycharts https://t.co/2uaPhJ7HT7
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RT @charliebilello: The last 4 times the spread between New Orders and Inventories in the ISM Manufacturing Index was this negative, the US was already in a recession. The 2001, 1990-91, and 1981-82 recessions never had readings this low.
Charting via @ycharts https://t.co/2uaPhJ7HT7
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Offshore
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Jim OShaughnessy
I hope everyone loves these stories as much as I do. Thanks to my colleague @vtslkshk for the idea and all the writers who submitted such great ideas! https://t.co/uHeGASeIjD
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I hope everyone loves these stories as much as I do. Thanks to my colleague @vtslkshk for the idea and all the writers who submitted such great ideas! https://t.co/uHeGASeIjD
Day 2: Today’s script is by @WoodyWiegmann
https://t.co/0ePaLSPFgF - Infinite Loops 🎙tweet
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
Taiwan dollar at 1-year low...Taiwan stocks also fell as much as 1.7% as US-China tensions escalated amid US House Speaker Nancy Pelosi’s expected plan to visit Taiwan on Tuesday. https://t.co/FP6xqtZWdy
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Taiwan dollar at 1-year low...Taiwan stocks also fell as much as 1.7% as US-China tensions escalated amid US House Speaker Nancy Pelosi’s expected plan to visit Taiwan on Tuesday. https://t.co/FP6xqtZWdy
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Special Situations 🌐 Research Newsletter (Jay)
Congress' $52 billion chips bill prevents Intel $INTC and others from expanding in China: Specifically, the Chips and Science Act bars companies that get federal funding from materially expanding production of chips more advanced than 28-nanometer in China!
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Congress' $52 billion chips bill prevents Intel $INTC and others from expanding in China: Specifically, the Chips and Science Act bars companies that get federal funding from materially expanding production of chips more advanced than 28-nanometer in China!
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Special Situations 🌐 Research Newsletter (Jay)
$HKD will eventually be one of the biggest market crashes/reversions. The sequence of events that led up to the squeeze is also almost impossible to replicate. Many will use it to pump their low floats. "Oh, look what happened w/ $HKD...the same can happen with $XYZ". BE CAREFUL.
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$HKD will eventually be one of the biggest market crashes/reversions. The sequence of events that led up to the squeeze is also almost impossible to replicate. Many will use it to pump their low floats. "Oh, look what happened w/ $HKD...the same can happen with $XYZ". BE CAREFUL.
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Offshore
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Steven Kiel
Twitter finally learns to go on the offensive. https://t.co/YVi6zO6Swh
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Twitter finally learns to go on the offensive. https://t.co/YVi6zO6Swh
This wide-net subpoena may involve not only Silicon Valley “elites” but extend to the fecundity of the entire planet. Earth, that is, not Mars. https://t.co/OH3Qr1COKw - Christopher Bloomstrantweet
Kevin G.
RT @Fundamenta1Edge: MODELING SERIES: REVENUE BUILD APPROACHES 1
Crack open an elite buy-side model and perhaps the biggest takeaway will be how much works goes into the revenue build. Our job is to be right on Forecast Metrics (EBITDA, EPS, FCF) and you can't do that without being right on Revenue.
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RT @Fundamenta1Edge: MODELING SERIES: REVENUE BUILD APPROACHES 1
Crack open an elite buy-side model and perhaps the biggest takeaway will be how much works goes into the revenue build. Our job is to be right on Forecast Metrics (EBITDA, EPS, FCF) and you can't do that without being right on Revenue.
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Kevin G.
Very fun (and informative) thread from @Fundamenta1Edge https://t.co/4875X6ibcX
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Very fun (and informative) thread from @Fundamenta1Edge https://t.co/4875X6ibcX
MODELING SERIES: REVENUE BUILD APPROACHES 1
Crack open an elite buy-side model and perhaps the biggest takeaway will be how much works goes into the revenue build. Our job is to be right on Forecast Metrics (EBITDA, EPS, FCF) and you can't do that without being right on Revenue. - Brett Caughrantweet
Tren Griffin
Berkshire Hathaway’s results date for the quarterly earnings is August 5, https://t.co/Xwo0DVqUuR
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Berkshire Hathaway’s results date for the quarterly earnings is August 5, https://t.co/Xwo0DVqUuR
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Special Situations 🌐 Research Newsletter (Jay)
Stagflation nation
https://t.co/7aZCl12wmy
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Stagflation nation
https://t.co/7aZCl12wmy
The debate about whether or not the US is in recession is tiresome, and off point. On point, and undeniable, is the fact that the US is experiencing stagflation. - Jeffrey Gundlachtweet
Twitter
The debate about whether or not the US is in recession is tiresome, and off point. On point, and undeniable, is the fact that the US is experiencing stagflation.